- NTT America, Inc. (Sacramento, CA)
- …skillset to the project. This position works closely with the project manager , engagement director and consultants to design and evaluate feasibility of proposed ... with the presales team + Generation of follow up business through existing client relationships **B. Project delivery support** + Ability to manage expectations with… more
- InGenesis (Fremont, CA)
- …for success. The Support Specialist will work closely with the onsite Program Manager , who overseas account performance and manages client relationships. This ... essential to fostering a seamless operational environment at the client site and ensure that new employees are effectively...* Serve as the primary liaison between the Program Manager and internal HQ teams, ensuring effective communication and… more
- BMO Financial Group (San Francisco, CA)
- …platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Participates in deal ... and participate in their presentation to clients. + Monitors client , client industry, and regulatory agencies for...+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study… more
- KeyBank (CA)
- …and client management team ensuring superior on-boarding and excellent client experience . Motivate and hold others accountable, ensure appropriate ... existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Relationship Manager 's in identifying… more
- BMO Financial Group (Los Angeles, CA)
- …and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. + ... of business, technology, sales and service, channel optimization and enhanced customer experience . + Leads and executes business development plans to that business… more
- City National Bank (Los Angeles, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or Credit ... materials and resources. * Provides balanced and appropriate credit guidance to Relationship Manager , Team Manager , and Manager and collaborates in… more
- Citigroup (Walnut Creek, CA)
- …in the branch, providing support in complex transactions and ensuring an exceptional client experience . + Champion risk and control by monitoring day-to-day ... risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** :… more
- Bank of America (Newport Beach, CA)
- …**Job Qualifications:** + Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates ... colleagues and other business partners + Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience **Skills:** + Account Management + Client Management +… more
- M&T Bank (Costa Mesa, CA)
- …applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is ... individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the … more
- SAS Retail Services (Elk Grove, CA)
- …Team is seeking a competitive and ambitious Supervisor with proven experience managing and motivating associates, increasing sales, and merchandising. The Retail ... Supervisor is responsible for achieving and maintaining all client and customer standards by overseeing and directing activities of associates within assigned… more